On the left, we see two lines representing shipping costs of containers out of China and Shanghai. As these represent major shipping hubs, the rising costs suggest there is some difficulty in transporting goods and possible supply chain issues. As long as these indices keep rising, there may be bottlenecks in global trade.
On the right, we have the manufacturing Purchasing Managers' Index delivery time sub-component for both developed economies and emerging markets. Longer delivery time could be a signal of strong demand, or disruptions in supply chains. This would also raise the cost of doing business given just-in-time supply chains requiring a precise delivery time in order for production to proceed as planned.